PreFill Existing Auto Quote

Using the Applied prefill feature when quoting an automobile in Applied Rating Services reduces the time spent on data entry and expedites the quoting process.

Begin by locating a client from Desktop Navigation in Applied Rating Services.

To locate an existing client, complete one of the following workflows:

Click the Locate button on the options bar to access a client, then

Click the dropdown menu to select other search criteria or click the Advanced button to add multiple search criteria.
Enter your search criteria in the Search field
Select the client in the Results list

Click the Locate option in the Client menu on the menubar to access a client.

Click Client > Locate on the menubar.
Click the dropdown arrow to select other search criteria; click the plus sign to add additional search criteria if needed.
Enter your search criteria in the Search field.
Click the Locate button.
In the Results list, select the client and click OK.

Find the desired quote in the Quote Summary list and select it.

To launch an existing auto quote do one of the following:

Re-Quote an existing auto quote

Right click and select Re-Quote from the dropdown menu.
Click Quote > Re-Quote on the menubar.
Double click the desired quote in the Quote Summary list.

Copy & Re-Quote an existing auto quote

Right click and select Copy & Re-Quote from the dropdown menu.
Click Quote > Copy & Re-Quote on the menubar.

The Quote information screen displays. Revise information on this screen as needed. Click OK to continue to the next screen.

The auto quote screen displays. To access PreFill from here, click Quote on the menubar and select Launch PreFill.

Enter the client’s Driver’s Licence number and Province for the licence entered in the corresponding fields, then click OK.

Note: Read the disclaimer to the client before entering their information.

The PreFill Results screen displays. The existing quote information for Vehicles and Drivers are listed in the Rating Services Existing Data section.

Note: All existing quote information populates the User Selection list by default.

A Policy/Carrier defaults in the Policies dropdown in the Prefill Results section. Click the dropdown menu to select a different policy or select All Policies.

Next, select the vehicle(s) and driver(s) to be populated into Applied AutoRater from the PreFill results. To make a selection, select the vehicle or driver in the Prefill Results list and click the Add button

to add it to the User Selection list. To add all the vehicles and drivers to the User Selection list, click the Add All button

.

Note: To undo changes made and return to the original quote information, click the Revert button.

Click OK when you have finished making selections.

The Name Assignment screen displays with the name fields populated. If the names are correct, click OK.

Note: At least one name must be assigned. Any unassigned names will have the defaults of Driver 1, Driver 2, and so forth.

If the name(s) in the field(s) are incorrect, complete the following steps:

Click the Clear button next to the name that needs to be cleared, or if all names needs to be cleared, click the Clear All button.

Note: If a field is accidentally cleared or an incorrect edit has been made to a name, click the Revert button next to the name that needs to be reverted to the default. If all names need to be reverted, click the Revert All button.
Drag and drop each name segment into the correct fields. Multiple names can be dragged and dropped into the same field.

Note: The fields can also be filled out manually if additional items need to be added (e.g., hyphens and commas).

The Year, Make, Model, VICC Code, Body Style, Fuel Type, Cylinders, List Price New, and Primary Use fields (if available) on the Vehicles tab automatically populate from the prefill.

Note: The vehicle coverage is not affected and will still populate according to the defaults set by either Applied Rating Services or the user.

On the Drivers tab, the following fields populate automatically from the prefill: Name, Relationship to Applicant, Licence Number, Province, Marital Status, Gender, and Date of Birth / Age if available. Additionally, if the Incidents section on the Drivers tab has any Claims, Convictions, Suspensions, Insurance Lapse, and/or Fraud /Misrep., they will be automatically added.

Continue completing the auto quote in Applied AutoRater as normal. Exit AutoRater by clicking File > Exit on the menubar.

You will be brought to the Desktop Navigation screen; the auto quote displays in the Quote Summary section for the selected client on the Desktop Navigation screen.